Upsert Picklist activity

An activity that creates or changes a custom picklist, if it exists, in AgilePoint NX Data Entities.


Upsert Picklist activity

Configure the Upsert Picklist activity

To configure the Upsert Picklist activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Data Entities tab.

    AgilePoint Data Entities tab
  3. On the Data Entities tab, drag the Upsert Picklist activity onto your process.

    Upsert Picklist activity

General Configuration

Specifies the basic settings for the Upsert Picklist activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Upsert Picklist Configuration

Specifies the information to create or change a custom picklist, if it exists, in AgilePoint NX.

Figure: Upsert Picklist Configuration screen

Upsert Picklist Configuration screen

Fields

Field Name Definition

Internal Name

Function:
Specifies a unique, technical name to create or change the custom picklist.
Accepted Values:
One line of text with no spaces.
  • If you specify the internal name of a picklist that exists in Data Entities, the display name and description of the picklist are changed.
  • If the internal name does not exist, a new picklist is created.
  • After you create the Internal Name, you can not change it.
  • This value can not be the internal name for a standard picklist.
Default Value:
None
Accepts Process Data Variables:
Yes

Display Name

Function:
Specifies the name that shows for the custom picklist that you create or change.
Accepted Values:
One line of text that can have spaces.
  • If you specify the display name for a new picklist, the activity creates a new display name.
  • If you specify the display name for a picklist that exists in Data Entities, the activity changes the display name.
Default Value:
None
Accepts Process Data Variables:
Yes

Description

Function:
Specifies an optional text description for your custom picklist that you create or change.
Accepted Values:
More than one line of text.
  • If you specify the description for a picklist that exists in Data Entities, it changes the description.
  • If you specify the description for a new picklist, it creates the description.
Default Value:
None
Accepts Process Data Variables:
Yes

Store Picklist ID In This Variable

Function:
Specifies the process data variable that stores the ID of a custom picklist you create or change.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes